Chief Executive Officer (CEO), Wealth Management
Confidential
Chief Executive Officer (CEO), Wealth Management
About the Company
Confidential wealth management operating company division.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership and vision to the organization, driving the development and implementation of long-term business strategies, and ensuring the company's growth and profitability. The CEO will oversee all operations, including fund management, and will be instrumental in expanding the company's presence in the wealth and crypto markets. This role requires a dynamic individual with a proven track record in the industry, capable of making high-level decisions and representing the company in a professional and ethical manner. Applicants for the CEO position at the company's Wealth Management division should have a degree or MBA in a relevant field and possess a deep understanding of the wealth, crypto, and fund management sectors. The role demands a visionary leader with the ability to inspire and motivate a team, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong background in operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the ability to identify and capitalize on market opportunities, and a commitment to the company's values and mission are essential.
Functions
- CEO/President
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Chief Executive Officer (CEO), Wealth Management in Los Angeles, CA vacancy
- Goldman Sachs Private Wealth Management in Los Angeles is seeking an Administrative Assistant to provide dedicated support to top Private Wealth Advisors in a dynamic, fast-paced team environment. You will manage highly detailed calendars, coordinate internal/external meetings...Suggested
- ...seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client...Suggested
$110k - $175k
...headquartered in the United States with offices worldwide. Job Description Wilshire’s Client... ...private markets, with a primary focus on wealth and retirement channels. Responsibilities... ...coordinating with internal stakeholders, managing client activities, staying informed about...SuggestedWork at officeWorldwide- Wilshire is seeking a senior Client Solutions professional in a hybrid role based in the United States. You will manage client relationships across wealth and retirement channels, coordinate with internal teams, and help deliver thought leadership and reporting. You will...Suggested
- Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes... ...$96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions... ...role, she’ll lead Mercer’s wealth solutions platform, which includes...SuggestedImmediate start
- ...President to join its client relationship team, delivering world‑class wealth and investment guidance to ultra‑high‑net‑worth clients. The VP... ...to meet deadlines. Requires 5-7+ years in investment/wealth management and willingness to travel for client #J-18808-Ljbffr...
$68k - $120k
...Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY... ...Advisor / Private Wealth Advisor Team. As part of the... ...all business operations and execution for the team. The Team COO... ...for enhancing team capacity, managing the client service model, ensuring...Temporary workWork experience placementLocal areaMorgan Stanley
Beverly Hills, CA3 days ago$150k - $300k
Divisional OverviewGoldman Sachs Asset Management is one of the world’s leading investors in... ...over 1,000 professionals, across 31 offices around the world. We leverage the depth... ...senior investing professional to source and execute new real estate investments, specifically...Full timeTemporary workPart timeWork at office- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and...
$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team... ...address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong background...$200k
NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high‑net‑worth clientele. No...Work at officeLocal area$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...$200k
NorthCoast Asset Management is a data‑driven investment firm specializing in dynamic, risk‑managed equity and income... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high‑net‑worth clientele. No...Work at office- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a minimum of 5 years of experience and a CFP designation. The role focuses on driving revenue growth...Work at office
$164k - $250k
Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing... ...service. This key advisory team member is tasked with managing existing clients, leading the financial planning process, and mentoring...- JPMorgan Chase in Los Angeles is seeking a Relationship Manager in Consumer and Community Banking to build and sustain high-net-worth client relationships across banking, lending, and investments, delivering targeted advice and exceptional service. You will collaborate...
- SCS is seeking a Vice President to join the Los Angeles, California office as part of a client relationship team serving the financial and investment needs of clients. The VP will work with the team to ensure clients receive a world-class experience and will be well organized...Work at office
- ...Chief of Staff, Strategy and Operations About the Company... ...to work closely with the CEO and Founder, playing a... ...focus, decision-making, and execution of the Senior Leadership Team... ...effectively. Hiring Manager Title Chief Executive Officer (CEO) Functions Strategy...Remote work
- ...Chief of Staff, Business Operations About the Company Respected organization providing quality healthcare Industry Hospital... ...Staff to play a pivotal role in the strategic and operational management of the organization. The successful candidate will be...
- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce... ...Chief of Staff or Chief Operating Officer to work closely with the CEO and Senior Leadership Team. This... ...in the areas of time management, decision-making, and execution. The successful candidate will...
- Comprehensive Mobile Care is looking for a Chief of Staff to optimize our healthcare operations in Glendale, AZ. This role requires a... ...should have strong organizational skills and experience with Microsoft Office and Dynamics CRM. #J-18808-Ljbffr Comprehensive Mobile CareWork at office
- Chief of Staff (Insurance Operations) - Phoenix, AZ Glendale, AZ... ...document processes, and drive execution on high-impact initiatives... ...Comfortable working independently, managing multiple projects, and... ...scale Experience with Microsoft Office, especially Excel, as well as...Work at office
- Job Title: Chief of Staff & Operations - MemeHouse Location: Beverly... ...‑Time Reports To: Founder & CEO, MemeHouse About MemeHouse MemeHouse... ...vision is translated into execution, systems are running smoothly,... ...and resolve conflicts. Manage handoffs between teams so that...Full time
- ...seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver...
- ...Services team is seeking to hire a Chief of Staff to the VP of... ...ensure coordinated planning and execution of activities necessary to... ...growth & innovation goals, talent management and employee engagement... ...requires employees to be in-office based on our hybrid workplace...Contract workWork at office2 days per week
- ...all Americans.Vice President, Chief of Staff - Rx... ...Rx Marketplace (RxM), driving execution on key business priorities, ensuring... ...dependencies and success metrics.Help manage crisis response to executive... ....San Francisco and Seattle Offices:$252,000.00 - $402,000.00New...Temporary workWork at office
- GoodRx is seeking a Vice President, Chief of Staff to the President of Rx Marketplace. This role acts as a strategic partner, trusted advisor and operational leader to drive execution and align leadership across the RxM enterprise. The ideal candidate has deep strategic...
- Blue Shield of CA is seeking a Chief of Staff to the VP IT Applications, a role pivotal for shaping strategy, governance, and execution across the IT Applications organization in Los Angeles. You will partner with senior leadership to drive strategic growth, talent initiatives...
$250k - $275k
...business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.As a... ...Investment Banking franchise, consistently executing more transactions globally than any... ...will play a crucial role supporting the office’s continued growth. In addition to providing...Full timeWork experience placementWork at office$300k - $325k
...The Office of USC Communications is seeking a strategic... ...communications executive to serve as its next Vice... ...Senior Vice President and Chief Communications Officer... ...announcements, issues management, and crisis response... ...dependents’ health, wealth, and future. These benefits...Full timeWork experience placementInterim roleWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Executive Officer (CEO), Wealth Management. Be the first to apply!
Related searches
- executive assistant to chief executive officer Los Angeles, CA
- assistant to the executive director Los Angeles, CA
- financial executive Los Angeles, CA
- executive search company Los Angeles, CA
- managing director of operations Los Angeles, CA
- senior manager executive compensation Los Angeles, CA
- chief dental officer Los Angeles, CA
- information technology executive Los Angeles, CA
- store executive Los Angeles, CA
- nonprofit board member Los Angeles, CA